Who Owns OFS Credit Stock?
NASDAQ: OCCIFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 6.32%
- Held by insiders
- 1.01%
- Institutional holders
- 40
- Institutions 6.3%
- Insiders 1.0%
- Public and other 92.7%
Who owns OFS Credit stock?
Institutional investors own about 6.3% of OFS Credit's shares, spread across 40 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 1.01% of OCCI.
The largest institutional holders are Virtus Investment Advisers, LLC (1.34%), Morgan Stanley (1.17%) and Kestra Advisory Services, LLC (0.38%). Together, the top 10 institutions control 4.0% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their OCCI positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OCCI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Virtus Investment Advisers, LLC | 392.32K | 1.34% | -15.1% |
| Morgan Stanley | 343.45K | 1.17% | -10.4% |
| Kestra Advisory Services, LLC | 112.86K | 0.38% | +21.5% |
| Meridian Wealth Management, LLC | 108.60K | 0.37% | 0.0% |
| Jane Street Group, LLC | 62.34K | 0.21% | -32.8% |
| LPL Financial LLC | 50.98K | 0.17% | +11.4% |
| Citadel Advisors Llc | 41.80K | 0.14% | +100.0% |
| HRT Financial LP | 23.72K | 0.08% | +100.0% |
| Cetera Investment Advisers | 19.69K | 0.07% | +100.0% |
| Advisory Solutions Group, LLC | 19.13K | 0.07% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OCCI
| Fund | Shares | % Held |
|---|---|---|
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 421.13K | 1.43% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 392.32K | 1.34% |
Frequently asked questions
Who is the largest shareholder of OFS Credit?
Virtus Investment Advisers, LLC is the largest institutional shareholder of OCCI, owning 1.34% of shares outstanding (392.32K shares) as of its latest 13F filing.
What percentage of OFS Credit is owned by institutions?
Institutions own about 6.3% of OCCI shares and 6.4% of the public float.
How much of OFS Credit do insiders own?
Insiders, such as officers and directors, own about 1.01% of OCCI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.